Timothy Stasinoulias (CRD# 2512733) is an Investment Advisor Representative working at Aegis Wealth Advisors. LLC in Hartland, WI and has over 29 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Wealth Advisors, LLC | Brookfield, WI | Sep 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- WI
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$120,304
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
WI
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